EAM
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Erste Asset Management’s Applovin APP Stock Holding History

Erste Asset Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.4M Buy
58,937
+47,833
+431% +$23.1M 0.23% 101
2026
Q1 		$4.13M Hold
11,104
– – 0.04% 289
2025
Q4 		$7.76M Sell
11,104
-4,426
-28% -$2.79M 0.07% 213
2025
Q3 		$11.1M Sell
15,530
-41,550
-73% -$19.2M 0.11% 179
2025
Q2 		$19.1M Buy
57,080
+47,080
+471% +$15.3M 0.16% 136
2025
Q1 		$2.72M Hold
10,000
– – 0.04% 273
2024
Q4 		$3.35M Buy
+10,000
New +$2.53M 0.04% 273

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Erste Asset Management's APP Position: Q2 2026 in Review

Erste Asset Management increased its Applovin (APP) stake by 431% in Q2 2026, buying an estimated $23.1M and bringing the position to 58,937 shares worth $29.4M. The position accounts for 0.23% of the portfolio, ranked #101.

Erste Asset Management first reported a position in APP in Q4 2024 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Erste Asset Management held 58,937 shares of Applovin worth $29.4M as of Q2 2026.
  • Erste Asset Management bought 47,833 Applovin shares in Q2 2026, an estimated $23.1M.
  • Applovin made up 0.23% of Erste Asset Management's portfolio in Q2 2026, its #101 holding.
  • Erste Asset Management first reported a position in Applovin in Q4 2024 and has held it in 7 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.